Purchases and Sales Made in Q2 2023 in Ishares S&P Small Cap 600 Grow (IJT)
This table provides information about the institutional ownership of Ishares S&P Small Cap 600 Grow (IJT) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES S&P SMALL CAP 600 GROW.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-131- 23.31% |
$13.7K - $15.1K
|
431
$57.7K
|
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-135- 3.63% |
$14.1K - $15.5K
|
3.59K
$480K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-139- 1.76% |
$14.5K - $16K
|
7.74K
$1.04M
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-149- 5.21% |
$15.5K - $17.1K
|
2.71K
$363K
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Management Network Inc
|
SELL
|
- |
-150- 1.85% |
$15.7K - $17.2K
|
7.97K
$1.07M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-151- 7.94% |
$15.8K - $17.4K
|
1.75K
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-156- 0.89% |
$16.3K - $17.9K
|
17.5K
$2.34M
|
|
|
Aug 09, 2023
Q2 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-160- 3.59% |
$16.7K - $18.4K
|
4.3K
$577K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-175- 0.21% |
$18.3K - $20.1K
|
81.8K
$11M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-176- 3.57% |
$18.4K - $20.2K
|
4.75K
$636K
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-184- 0.89% |
$19.2K - $21.1K
|
20.5K
$2.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Forbes Financial Planning, Inc.
East Greenwich, RI |
SELL
|
- |
-184- 0.81% |
$19.2K - $21.1K
|
22.6K
$3.03M
|
|
|
Aug 11, 2023
Q2 2023
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-185- 8.62% |
$19.3K - $21.3K
|
1.96K
$263K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-192- 5.52% |
$20K - $22.1K
|
3.29K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-200- 40.0% |
$20.9K - $23K
|
300
$40.2K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-211- 0.48% |
$22K - $24.3K
|
43.7K
$5.86M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-225- 37.13% |
$23.5K - $25.9K
|
381
$51.1K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Capital Trust CO
|
SELL
|
- |
-230- 0.41% |
$24K - $26.4K
|
55.7K
$7.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-245- 2.74% |
$25.6K - $28.2K
|
8.7K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-248- 5.28% |
$25.9K - $28.5K
|
4.45K
$597K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-253- 11.29% |
$26.4K - $29.1K
|
1.99K
$266K
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-261- 13.08% |
$27.2K - $30K
|
1.73K
$232K
|
|
|
Aug 14, 2023
Q2 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-278- 42.64% |
$29K - $32K
|
374
$50.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Perritt Capital Management Inc
Chicago, IL |
SELL
|
- |
-300- 60.0% |
$31.3K - $34.5K
|
200
$26.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Palisades Hudson Asset Management, L.P.
Fort Lauderdale, FL |
SELL
|
- |
-300- 0.29% |
$31.3K - $34.5K
|
102K
$13.6M
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-307- 11.04% |
$32K - $35.3K
|
2.47K
$331K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-318- 2.23% |
$33.2K - $36.5K
|
13.9K
$1.87M
|
|
|
Aug 04, 2023
Q2 2023
|
Sonata Capital Group Inc
|
SELL
|
- |
-319- 3.6% |
$33.3K - $36.7K
|
8.55K
$1.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-321- 5.07% |
$33.5K - $36.9K
|
6.01K
$806K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-333- 4.49% |
$34.7K - $38.3K
|
7.08K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-337- 3.29% |
$35.2K - $38.7K
|
9.91K
$1.33M
|
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-338- 11.18% |
$35.3K - $38.8K
|
2.69K
$360K
|
|
|
Aug 11, 2023
Q2 2023
|
Pacific Financial Group Inc
|
SELL
|
- |
-363- 2.14% |
$37.9K - $41.7K
|
16.6K
$2.23M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-378- 15.72% |
$39.4K - $43.4K
|
2.03K
$272K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-381- 16.29% |
$39.8K - $43.8K
|
1.96K
$262K
|
|
|
Aug 08, 2023
Q2 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-395- 11.5% |
$41.2K - $45.4K
|
3.04K
$407K
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-411- 8.31% |
$42.9K - $47.2K
|
4.54K
$608K
|
|
|
Jul 13, 2023
Q2 2023
|
Saxon Interests, Inc.
|
SELL
|
- |
-416- 14.45% |
$43.4K - $47.8K
|
2.46K
$330K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-420- 5.6% |
$43.8K - $48.3K
|
7.09K
$949K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-421- 4.69% |
$43.9K - $48.4K
|
8.55K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-421- 3.72% |
$43.9K - $48.4K
|
10.9K
$1.46M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-430- 2.69% |
$44.9K - $49.4K
|
15.6K
$2.09M
|
|
|
Jul 06, 2023
Q2 2023
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-433- 11.34% |
$45.2K - $49.8K
|
3.39K
$454K
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
SELL
|
- |
-434- 8.59% |
$45.3K - $49.9K
|
4.62K
$619K
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-446- 1.32% |
$46.5K - $51.3K
|
33.3K
$4.46M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-453- 8.9% |
$47.3K - $52.1K
|
4.64K
$621K
|
|
|
Sep 13, 2023
Q2 2023
|
Awm Capital, LLC
|
SELL
|
- |
-464- 8.22% |
$48.4K - $53.3K
|
5.18K
$694K
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-471- 1.42% |
$49.1K - $54.1K
|
32.6K
$4.37M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-490- 11.78% |
$51.1K - $56.3K
|
3.67K
$492K
|
|
|
Aug 14, 2023
Q2 2023
|
Sja Financial Advisory, LLC
|
SELL
|
- |
-509- 2.48% |
$53.1K - $58.5K
|
20K
$2.68M
|